AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,600 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.9%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$48,598,785
+1572.3%
233,379
+1668.0%
1.66%
+689.0%
Q2 2023$2,906,158
-7.3%
13,200
-11.2%
0.21%
-11.4%
Q1 2023$3,134,380
-1.3%
14,861
-4.7%
0.24%
-9.5%
Q4 2022$3,176,972
+51.8%
15,588
+40.0%
0.26%
+32.3%
Q3 2022$2,093,000
-11.9%
11,132
-7.7%
0.20%
-9.2%
Q2 2022$2,375,000
+3.4%
12,056
+24.8%
0.22%
+21.1%
Q1 2022$2,298,000
+6.6%
9,659
+14.2%
0.18%
+14.6%
Q4 2021$2,155,0008,4570.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders